The webinar explores Apricot's Smart Lists feature, which empowers administrators to create dynamic dropdown fields within their forms. Unlike static option fields or lookup lists, Smart Lists pull answer choices directly from records in a source form, allowing for flexible filtering and customization. This enables organizations to maintain relevant, up-to-date options for fields like staff assignments, class offerings, or referral partners, without the need to manually update the field choices.
The webinar guides participants through the three-step process of setting up Smart Lists: choosing or creating the source form, configuring the Smart Field preset to define the available answer choices and filtering logic, and then incorporating the Smart Field into the desired form. Key best practices are highlighted, such as thoroughly testing the Smart Field preset, leveraging filters to optimize performance, and ensuring users have access to both the source form and the form containing the Smart Field. While Smart Lists have some limitations around certain Apricot features, the webinar demonstrates how this dynamic field type can greatly enhance the user experience and data relevance within Apricot forms.
How to Create Dynamic Dropdowns with Smart Lists Presentation Slides
